Online applications and forms
Structured forms that check information as it is entered and save it to the right record.
customer portal development
Customer portals that let clients help themselves
Digitav builds secure client portals connected to your internal system, so customers can supply information, upload documents, check progress and pay online while staff work from the same record.
When a portal is worth building
When staff spend time answering “where are we up to?” calls, re-keying information from emails and chasing missing documents. A portal lets customers do these things themselves, and your team sees the result immediately.
Scope
What a customer portal can include
Each portal is designed around the journey your customers already go through.
Documents and agreements
Upload, review and sign documents without email attachments.
Progress tracking
Customers see their current stage and what is still needed.
Fees, deposits and invoices paid online with automatic status updates.
Emails and text messages triggered when something changes.
Partner and multi-site access
Controlled access for partner organisations, branches or sites.
Selected work
Portals already in daily use
Abbeycare Group
A multi-site client portal that reduced paperwork and let each site access the information it needed.
Blackpool & The Fylde College
An applicant journey with automatic communication, digital contracts and invoicing.
Blackpool Dance Festival
Online entries, ticketing and results for an international competition.
Frequently asked questions
Questions about customer portals
Does the portal connect to our internal system?
Yes. The portal and your internal system share the same data, so information customers submit appears straight away in the record your staff work from.
Can different customers see different information?
Yes. Each customer, organisation or partner sees only the records, documents and actions they are authorised to access.
Can customers pay through the portal?
Yes. Payments, payment links and invoices can be handled through integrations such as Stripe, with payment status updated automatically.
Will it work on phones?
Yes. Portals are built as responsive browser-based interfaces that work on modern desktops, tablets and phones, with no app to install.
How much does it cost?
It depends on the workflow, the number of users, the integrations and the data involved. After a short discovery conversation we send a written proposal with the price, what is included and the delivery stages, so you know the cost before any work starts.
Let customers help themselves
Tell us which questions and tasks take up your team’s time today.